-31.8%
INFY vs RY
+158.4%
-190.3%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.8% | -4.1% | -4.6% |
| 7D | -7.2% | +2.7% | -10.0% | -8.1% |
| 30D | -11.2% | -1.0% | -10.2% | -10.9% |
| 3M | -7.4% | +7.6% | -15.1% | -10.3% |
| 6M | -21.3% | +29.5% | -50.7% | -29.4% |
| YTD | -36.2% | +24.2% | -60.4% | -41.8% |
| 1Y | -31.3% | +46.4% | -77.7% | -41.3% |
| All | -31.8% | +158.4% | -190.3% | -53.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded RY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling